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Lifestyle Asset Management’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Lifestyle Asset Management’s Portfolio BWX Stock Details BWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-220,522
Closed -$4.97M – 137
2025
Q4 		$4.97M Buy
220,522
+17,497
+9% +$396K 1.62% 13
2025
Q3 		$4.67M Buy
+203,025
New +$4.67M 1.59% 15

Other funds holding BWX

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Lifestyle Asset Management's BWX Position: Q1 2026 in Review

Lifestyle Asset Management sold out of State Street SPDR Bloomberg International Treasury Bond ETF (BWX) in Q1 2026, closing a stake of 220,522 shares — an estimated $4.97M sold.

Lifestyle Asset Management first reported a position in BWX in Q3 2025 and held it in 2 quarters. The position peaked at $4.97M in Q4 2025. 159 funds tracked by Wall St. Rank hold BWX as of Q1 2026.

  • Lifestyle Asset Management reported no remaining State Street SPDR Bloomberg International Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 220,522 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q1 2026, an estimated $4.97M.
  • Lifestyle Asset Management first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Lifestyle Asset Management's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $4.97M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.